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Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,258 | $197,637-60.9% | $177,848-56.6% | $158,982-51.4% |
| Participation rate | 84.6% | 88.5%-3.9pp | 87.7%-3.1pp | 82.0%+2.6pp |
| Annual return | 1.68% | 58.77%-57.1pp | 48.33%-46.6pp | 302.99%-301.3pp |
| Employer contribution / active EE | $5,014 | $6,698-25.1% | $5,919-15.3% | $4,763+5.3% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |